Migrating an Association Management System to CiviCRM
Missouri Credit Union Association
The Missouri Credit Union Association is a non-profit organization promoting and protecting credit unions to meet the financial needs of members. The Missouri Credit Union Association allows credit unions, as unique organizations, the opportunity to meet the financial needs of members. An initial, comprehensive, strategic technology assessment performed by Confluence validated that there was a real opportunity to provide a comprehensive view of the organization’s relationships with its members and other constituents. In addition, technology could assist in improving the management of tasks and requests - being able to document the history of requests and how they were handled, and providing automation. The legacy association management system (Computility) cost the organization a significant amount in license fees every year. In addition, it was missing some key capabilities that would automate the business operations.
Background
Challenges
Solution
Functionality
Constituent Data needs to be up to date. This was done by customized import capabilities, and allowing contacts the ability to update their their own information. Conditional discounts were made available for employees of certain Credit Unions for event registration Advanced search and custom reporting features for the constituents as well as events.
Project images (click to enlarge)
